For the past twenty years, Jeffrey C. Peterson has helped families in every phase of life to make wise financial decisions about their family’s future. In 1998 he passed the requirements to become a CERTIFIED FINANCIAL PLANNER™ certificant, Jeffrey subscribes to and is bound by a very strict professional Code of Ethics. To maintain his CFP® certification he is required to satisfy the continuing education requirement of the Certified Financial Planner Board of Standards. He attended Arizona State University and has a Master’s degree from the Thunderbird Graduate School of International Management. In 2002 he became an Enrolled Agent with the IRS.
Jeffrey is a registered representative and investment advisor with Concourse Financial Group Securities, Inc (CFGS). He develops comprehensive financial plans to assist clients in meeting their financial goals regardless of their stage of life. Once the relationship is established, he nurtures that relationship through regularly scheduled meetings. As significant life events occur Jeffrey coaches clients and adjusts their plans to meet the challenges of these life changes.
Jeffrey is an Investment Advisor Representative in the state of Arizona and holds the FINRA Series 7, 24, 63 and 66 through Concourse Financial Group Securities, Inc (CFGS). He is securities-registered in the states of Arizona, California, Florida, Illinois, Idaho, Kansas, Kentucky, Michigan, Montana, New Mexico, New York, Ohio, Oklahoma, Texas, Utah, Virginia, Washington, and Wisconsin. For residents of other states, proper licenses and registrations must be obtained by Jeffrey before proceeding further.
Jeffrey has been married to Julie since 1995 and they have two children. He is an avid baseball fan and enjoys a good round of golf. Mostly during his spare time you will find him spending time with his family.